In this episode, we are excited to introduce Uptick's Transition Guarantee, recently highlighted in a wealthmanagement.com interview. We discuss how this innovative approach can help advisors feel more confident in transitioning clients from captive broker dealer firms to RIA independence. We emphasize the importance of a solid marketing plan, client communication, and strategic support to ensure a smooth and successful transition. Tune in to learn how Uptick's unique offering aims to get advisors back to 100% of their revenue more swiftly and securely.
Check out the full WealthManagement.com article here: Uptick Partners Launches Guarantee Program for Partner Firms
For more information about Uptick Partners and how we can help you in your breakaway journey learn more about the RIA world, visit us at UptickPartners.com.
Visit Our Website https://uptickpartners.com/
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